Text Box: Presidentís Message

I hope everyone had a successful tax season and have caught up on your sleep.† This seemed to be a tough tax season, as predicted by the presenters at our tax seminars.†† Now itís time to wade through the extensions.


As I have previously noted several members and I, participate in the Trumark Credit Union Financial Literacy Program, providing an opportunity for each student to experience some of the financial challenges they will face when they start life on their own. This exercise gives them an opportunity to see what budgeting and managing expenses day-to-day will be like after they finish school. It can be a real eye-opener.  We help students learn to make informed decisions, providing them with the knowledge they will need to make informed financial decisions in the future.† The upcoming Reality Fairs have been scheduled for May 23, 2019, at Plymouth Whitemarsh High; October 11, 2019, at Cheltenham High School; October 24, 2019 at William Tennant High School and November 15, 2019, at Bensalem High School.


I am on the George Washington High School Occupational Advisory Committee.† They have an accounting program that will earn the students up to 10 college credits at certain universities.† This year, the juniors and seniors participated in the IRS Volunteer Income Tax Assistance (VITA) program.† Through the program, students learned to prepare tax returns and used that knowledge to prepare returns for low income families.†† Chapter members have retained students involved in the program to assist in tax season.

The chapterís local tax conference was held at Delaware Valley University in January and a few of the students joined us for the presentation.† They were able to see the benefits of our organization and mingle with our members who may be future employers.

Any member who would like to help with any of these programs that help build a foundation for the future of the chapter feel free to call me anytime.


Our upcoming meetings are May 21st - HR Performance management and June 25th - Virtual desktops/cybersecurity.† On June 12th, our next seminar Ė Preparation of Form 1500 PA Inheritance Tax and on September 20th will be the Gear Up Accounting Seminar.† As a reminder, in order to prepare financial statements 24 hours of A&A are required.


Michael J. Davis, CPA


20 Erford Rd, Suite 200A
Lemoyne, PA 17043

Phone: (800) 270-3352
Fax: (717) 737-6847

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